I help small businesses and startup founders turn repetitive, manual processes into organized systems and automated workflows.
My strength is not just connecting apps or setting up a basic automation. I look at how a process works from start to finish, identify where things are slowing down or falling through the cracks, and build a system that makes the process easier to manage and scale.
What I Can Help You Build:
-Lead & CRM Automation
-Lead capture and database management
-Automated lead responses
-Lead tagging, routing, and status updates
-Follow-up workflows
-CRM and pipeline automation
-Client & Project Workflows
-Client onboarding systems
-Deposit and payment workflows
-Automated project creation
-Task and status automations
-Recurring processes and reminders
-Project management workflows
-Business Systems
-Notion workspaces and databases
-Operations dashboards
-SOPs and process documentation
-Internal workflow design
-Database relationships and system organization
-Automation & AI
-Zapier and no-code automation
-ChatGPT and AI-assisted workflows
-Forms and data collection
-Cross-platform workflow automation
-Automation troubleshooting and optimization
How I Work
Before automating anything, I first understand the process.
What triggers the workflow? Where should the information go? Who needs to be notified? What should happen next? What happens when something doesn't follow the normal process?
From there, I map the workflow, build the system, test it, and refine it so the automation supports the actual business operation rather than simply adding more tools.
I have hands-on experience building and managing operational systems for a growing U.S.-based business, including lead management, CRM workflows, automated communications, payment and deposit processes, project workflows, internal operations, and process documentation.
I'm especially interested in project-based automation and systems work, where I can take a manual or disorganized process and turn it into something structured, automated, and easier to manage.
If you have a process your team is still doing manually, tell me how it currently works. I can help you figure out what can be automated and build the workflow around it.
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